Understand how organizations, hierarchies, and sharing work across the WealthSmyth platform.
What is the Distributor Directory?
The Distributor Directory is the central container for organizing everything related to a specific organization. It includes:
Contact information
Documents and data for Leads, Deals, Clients, and Team Members
Distributor contract levels, system progressions and commission structures
Carriers, products, and payout rates
Types of Distributors
Each Distributor controls its own environment—keeping its data, tools, and hierarchy separate from others. Distributors may be one or both types of organizational visibility:
Organization Type | Description |
Community | A user-driven, shared environment where participants collaborate to run the Distributors business system and share responsibility for maintaining the Distributor’s data. Ideal for large, independent ecosystems like World Financial Group or Global Financial Impact, where users organically add carriers, products, commission structures, and documents. These updates are shared with all users in the community. Data is owned by the contributing user and rights are granted to that users' upline only. Senior leaders may view summary data but not details. |
Enterprise | A company-managed environment where a Carrier or Distributor controls the data. Only authorized admins can add or update shared resources like product lists, contracts, and commission levels. This ensures consistency and compliance across the entire organization. In this scenario the company ultimately owns all data. |
How Organizational Hierarchies Work
In Community-managed Distributors, hierarchies are built organically by users as their teams grow. There is no central admin assigning structure — users create it themselves simply by connecting to their Upline during setup and maintenance.
This structure determines:
Data sharing – Upline Users see business details from their Downline, including Leads, Deals, Clients, and Team Members.
Performance visibility – Reports, production tracking, and override views are all based on this hierarchy
Access to shared resources – Carriers, Product lists, Commission rates, and documents are inherited from common knowledge about the Distributor
💡 Think of the hierarchy like a living map: each time a new user joins and connects to their Upline, the structure grows—and sharing happens automatically.
This decentralized approach makes it easy for large, independent ecosystems to scale while keeping the right people informed and aligned.